Revolve Group Inc at TD Cowen Future of the Consumer Conference Transcript
I'm Oliver Chen, TD Cowen's retail new platforms and luxury analyst. We're delighted to have Jesse Timmermans here. He's the CFO of Revolve. We have a buy rating, a $28 price target on 20 times EV to EBITDA. The company has been a leader in customer centricity, fashion, weaving AI tech into operations for a better scalable platform and long-term owners and operators. Jesse, thanks a lot.
Yeah, thanks for having us.
Questions & Answers
So for those less familiar with the story, can you help us frame how Revolve is differentiated versus peers? We view you as a Gen Z leader. What are your core competencies?
Yeah. We are the fashion destination for the next-generation consumer. For those of you that don't know, we were founded over 20 years ago by Mike
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